Carlos Betancourt
Associate Advisor
Carlos Betancourt, Associate Advisor, is a graduate of the University of Central Florida with a Bachelor of Business Administration in Finance. He joined our team in 2025, and as an Associate Advisor, he assists clients with account services such as account transactions, fund transfers, trading, and questions regarding wealth management paperwork. He provides support to our firm’s wealth managers by preparing financial plans and client reports. Carlos also holds the Series 65 license for Investment Adviser Representatives.
